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PGIM Ultra Short Bond ETF

304 hedge funds and large institutions have $5.63B invested in PGIM Ultra Short Bond ETF in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 129 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

30% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 99

10% more capital invested

Capital invested by funds: $5.11B → $5.63B (+$521M)

5% more funds holding

Funds holding: 290304 (+14)

0.69% more ownership

Funds ownership: 71.42%72.11% (+0.69%)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

Holders
304
Holders Change
+14
Holders Change %
+4.83%
% of All Funds
4.37%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.26%
New
52
Increased
129
Reduced
99
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
226
Franklin Resources
California
$370K +$5.26K +106 +1%
LLWM
227
Life Line Wealth Management
California
$368K +$5.21K +105 +1%
FA
228
Fermata Advisors
California
$365K +$364K +7,328 New
KW
229
KWB Wealth
California
$357K -$14.6K -295 -4%
MA
230
MCF Advisors
Kentucky
$353K +$2.38K +48 +0.7%
CCM
231
Condor Capital Management
New Jersey
$350K +$2.88K +58 +0.8%
DFG
232
Delta Financial Group
New Jersey
$350K
TSS
233
Two Sigma Securities
New York
$338K +$337K +6,785 New
CFCI
234
Comprehensive Financial Consultants Institutional
Indiana
$331K +$13.7K +276 +4%
HI
235
Harbour Investments
Wisconsin
$328K -$40.5K -815 -11%
EM
236
Excalibur Management
Massachusetts
$327K +$34.3K +691 +12%
FHC
237
First Heartland Consultants
Missouri
$318K +$317K +6,389 New
WFAG
238
Wescott Financial Advisory Group
Pennsylvania
$317K +$4.47K +90 +1%
WEG
239
World Equity Group
Illinois
$315K -$116K -2,334 -27%
IPWA
240
International Private Wealth Advisors
California
$310K -$12.2K -246 -4%
AWM
241
Axxcess Wealth Management
California
$276K -$31.7K -639 -10%
VIP
242
Vista Investment Partners
Oklahoma
$274K +$32K +645 +13%
TC
243
Trilogy Capital
California
$272K
WPW
244
Waldron Private Wealth
Pennsylvania
$271K -$30K -604 -10%
BRWA
245
B. Riley Wealth Advisors
Florida
$267K -$27.5K -554 -9%
ACA
246
Aptus Capital Advisors
Alabama
$265K
BCP
247
Blue Chip Partners
Michigan
$265K +$264K +5,324 New
CIA
248
Concurrent Investment Advisors
Florida
$265K -$262K -5,278 -50%
CPIG
249
Chicago Partners Investment Group
Illinois
$256K +$256K +5,152 New
PGFC
250
Peapack-Gladstone Financial Corp
New Jersey
$254K